Tax Documents Checklist

Please bring or provide:

• Full legal name

• Date of birth

• Social Insurance Number

• Current mailing address

• Marital status

• Spouse or common-law partner information, if applicable

• Dependent children information, if applicable

• CRA My Account access, if available

• Notice of Assessment from last year, if available

• Direct deposit information, if setting up or changing banking information

• T4 – Employment income

• T4A – Pension, retirement, annuity, or other income

• T4E – Employment insurance

• T4A(OAS) – Old Age Security

• T4A(P) – Canada Pension Plan

• T5007 – Social assistance or workers’ compensation benefits

• T5 – Investment income

• T5008 – Securities transactions

• T4RSP / T4RIF – RRSP or RRIF income

• RC62 – Universal child care benefit, if applicable

• Any other tax slips received

• RRSP contribution receipts

• Medical expense receipts

• Charitable donation receipts

• Tuition slip, usually T2202

• Child care receipts

• Rent or property tax information

• Union or professional dues

• Employment expenses form, if applicable

• Moving expense receipts, if applicable

• Digital news subscription receipts, if applicable

If you are self-employed, please provide:

• Business income records

• Expense receipts

• Home office details

• Vehicle mileage log, if claiming vehicle expenses

• Advertising, supplies, phone, internet, insurance, and professional fee records

• HST/GST registration information, if applicable

If you have rental income, please provide:

• Rental income received

• Mortgage interest

• Property tax

• Insurance

• Repairs and maintenance

• Utilities

• Condo fees, if applicable

• Advertising

• Professional fees